Wall Street Unplugged - What's Really Moving These Markets
1,072 episodes - English - Latest episode: 10 days ago - ★★★★★ - 1K ratings30-year financial insider, Frank Curzio, breaks down the mainstream media headlines, exposes the TRUTH about what’s really moving the markets, and brings you exclusive intel and actionable investment ideas directly from Wall Street pros.
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Episodes
4 stocks that will crush it in 2023… and 4 that won’t
November 15, 2022 20:30 - 30 minutes - 20.8 MBMy Philadelphia Eagles lost their first game of the season last night… and I’ll tell you why I’m happy about it. The markets are in rally mode as investors celebrate the latest inflation data. I explain why this kind of action is normal in a bear market… why we’ll see a big separation between winning & losing sectors… and what Walmart’s latest results say about the overall economy (hint: it’s not good). Plus, I share four stocks that are poised for big gains in 2023… and four others you shou...
What we need for crypto to rally
November 10, 2022 20:30 - 35 minutes - 24.6 MBFrank Holmes, CEO and chief investment officer of U.S. Global Investors and executive chairman of Hive Blockchain Technologies (HIVE), joins me to discuss the crypto markets. The big story in crypto is the collapse of FTX, one of the world’s largest crypto exchanges. Frank breaks down the impact on the industry… and how FTX’s business practices remind him of “shadow banking” in China. He shares the one question that helped him avoid massive losses when crypto lender Celsius went bankrupt… th...
Disney’s CEO should be fired immediately
November 09, 2022 20:30 - 39 minutes - 27.4 MBMidterm election results are still too close to call in many races, but it looks like a split government will be the final result. Daniel and I share our thoughts on whether Republicans or Democrats are the big winners… and how it will impact the markets. Crypto is crashing as FTX, one of the largest crypto exchanges, needs a bailout. I rant about how this is terrible news for the industry… and why regulation is a must. And finally, Disney (DIS) reported pathetic earnings and the stock is do...
A ‘red wave’ won’t save your portfolio
November 08, 2022 20:30 - 26 minutes - 18 MBHappy Election Day! I hope you all get out and vote today, since, according to the mainstream media, our democracy is at risk… I highlight how wild politics in this country have become… why I’m being labeled a “racist” and a “radical”... and what I wish we’d focus on instead of all the fear-mongering and hate. A split government is typically bullish for the markets… And a “red wave” would be good for business… But regardless of how the election turns out, it won’t save your portfolio—the onl...
Don’t buy into Powell’s ridiculous claim
November 03, 2022 19:30 - 38 minutes - 26.5 MBYesterday, the Fed held its November meeting and raised interest rates by 75 basis points. We break down the market reaction to the Fed… why the Fed won’t pivot… an absurd comment Powell made during his press conference… why you need to brace for further downside… and how to rake in profits as that happens. As earnings season continues, we discuss the record results from power management company Eaton (ETN)... what pawn shop operator FirstCash Holdings’ (FCFS) strong earnings say about the e...
Why the Fed can’t save the markets
November 02, 2022 19:30 - 32 minutes - 22 MBLater today, the Federal Reserve will hike interest rates yet again… but that’s hardly news at this point. The real news is what will happen after during the Q&A—and whether the Fed will start turning dovish… We cover why the Fed is stuck between a rock and a hard place when it comes to combating inflation—and you shouldn’t pin your hopes on a dovish Fed… Why we could see a higher inflation target by the end of the year… How the Senate and Congress are attempting to pressure Powell… Why there...
The market sectors to buy—and avoid—now
November 01, 2022 19:30 - 38 minutes - 26.2 MBHappy belated Halloween! Today’s show starts with a rant about how times have changed since I was a kid… why I’m worried kids can’t have fun anymore. Turning to the markets… I break down what to expect from tomorrow's Fed meeting… and why the latest jobs data should kill any optimism about the Fed turning dovish. I also dig into some stats on the booming market for HELOC loans… and what it means for the economy. We’re still in a bear market, but that doesn’t mean you should be selling everyt...
This is not a game: Metaverse CEO busts the myths
October 27, 2022 19:30 - 45 minutes - 31.3 MBDavid Evans, CEO of our partner , joins me again to discuss all things metaverse. We start by clearing up some misconceptions about what it’ll allow users to do (hint: it’s a LOT more than just “gamification” and social media). I’m on the executive board of TCG World. David and I share some incredible recent deals the company has made… how it’s attracting the best developers in the world… its next crucial steps as it prepares to launch its metaverse at the end of this year… and why understand...
The big tech growth story is dead
October 26, 2022 19:30 - 38 minutes - 26.6 MBResults are in for Alphabet (GOOG) and Microsoft (MSFT). Daniel and I explain how a strong U.S. dollar is hurting these stocks… and why they don’t deserve to trade at current levels. In fact, a fundamental shift is leading to the collapse of the big tech growth story. (Interestingly, though, crypto seems to be breaking away from tech stocks…) We recap why all the positive earnings results aren’t as good as they look… and share two strategies to profit from this bear market rally. In this epis...
Don’t be fooled by the positive earnings headlines
October 25, 2022 19:30 - 34 minutes - 23.9 MBI just got back from a trip to Las Vegas with my wife. I highlight some of our adventures (including driving excavators)... and why the bustling Vegas economy is a bit of an anomaly. Stocks have been rallying thanks to better-than-expected results (so far) this earnings season. But the headlines aren’t telling the real story. I explain what’s behind the numbers… why this rally won’t last… and why investors need to brace for the downtrend to continue. But that doesn’t mean you should sell ever...
A special Q&A Thursday: How to prepare for the market ahead
October 20, 2022 19:30 - 33 minutes - 23 MBWe're changing up the format a bit today… Instead of the usual interview, I’m hosting a Q&A session. (By the time you get this, I’ll be on a plane to Vegas to celebrate my wife's birthday.) Today’s show covers a wide range of topics, including: Is the market pricing in enough future rate hikes? [1:15] What equity risk premium (ERP) is—and why it spells trouble for stocks [4:30] How to make massive profits during a market crash [14:00] Why I thought Goldman's earnings were terrible [16:05] A...
Biden’s absurd plan to suppress oil prices
October 19, 2022 19:30 - 40 minutes - 27.7 MBIt’s earnings season! Daniel and I start by digging into Netflix’s latest quarterly results. Daniel highlights the numbers that impressed him the most... while I point to a few red flags investors should watch out for. Asset manager BlackRock is taking some heat for its ESG (environmental, social, governance) stance. We break down the controversy… how it affects investment in certain areas… and whether it’s a good idea for asset managers to play politics. The White House just released a fac...
Use this rally to bet AGAINST the market
October 18, 2022 19:30 - 38 minutes - 26.8 MBMarkets are in rally mode, having risen a few percentage points in just days. But before you get too bullish, listen to what’s behind it… On today’s show, I share why the strong start to earnings season is misleading... why the market isn’t as cheap as it looks… and why next year’s earnings estimates need to come way down. My bearish thesis hasn't changed—and this mini rally gives us the perfect opportunity to bet against the market. Last week, I hosted an emergency briefing to share an ama...
Get ready for an ugly earnings season
October 13, 2022 19:30 - 43 minutes - 30.2 MBOn Tuesday, I held an emergency briefing to explain why I believe stocks could fall significantly from current levels… and how to not only protect your portfolio, but make a fortune. If you missed it, not to worry—you can check out the . Next, Daniel and I discuss Biden’s shocking (and tonedeaf) statements about a recession… the latest Consumer Price Index (CPI) and Producer Price Index (PPI) data—and whether we’ll see any relief from inflation… why valuations are still way too high… and why ...
Why I'm holding an emergency meeting tonight
October 11, 2022 19:30 - 29 minutes - 20.5 MBOn today’s show, I explain why the upcoming earnings season will be ugly—and why a market crash is imminent… How the Fed is using the wrong data to guide its decisions—and why it won’t be bailing out the markets anytime soon. But crashes don’t just clean people out… they also mint millionaires. You’ve just got to know how to play them. That’s why I’m hosting an urgent briefing tonight at 8 p.m ET—to share not only how to protect yourself… but make a fortune in the coming market crash. . In th...
Why ‘hope’ is a horrible investment strategy
October 06, 2022 19:30 - 43 minutes - 30 MBAndrew Horowitz, president and founder of Horowitz & Company and host of The Disciplined Investor podcast, joins me once again to discuss the only thing moving these markets: the Fed. We explain why the Fed is hell-bent on hiking rates—and whether it’s conducting an ill-conceived experiment on the economy… Why you shouldn’t pin your hopes on the Fed… and Andrew’s advice for this market. Plus, Andrew’s new fetish could make him a lot of money in the metaverse. In this episode Don’t pin your ...
Why triple-digit oil prices are inevitable
October 05, 2022 19:30 - 41 minutes - 28.4 MBThe ongoing drama between Elon Musk and Twitter… Twitter’s threat to democracy… And whether Trump will be returning to the platform. Plus, who blew up the Nord Stream pipelines? Why oil prices will soar past $100 per barrel… And how to use politics to your advantage when it comes to investing. In this episode The Musk/Twitter saga continues [0:30] Tom Brady’s divorce… And the lucky fan who caught Aaron Judge’s home run ball [10:30] OPEC’s major production announcement [15:15] Who’s behind...
Why you can’t trust this rally…
October 04, 2022 19:30 - 38 minutes - 26.2 MBMy awful experience buying a new car and what it says about the general economy… Why I don’t expect the latest market rally to last… And how to make a fortune from market crashes. In this episode A rant about buying a car [0:30] Our “car salesmen” economy [12:00] Why I don’t trust this market rally [19:10] What the Fed should do to preserve it [30:10] How to make a fortune during a market crash [35:34] Enjoyed this episode? Get Wall Street Unplugged delivered FREE to your inbox every Wed...
The simple solution to the world’s energy crisis
September 29, 2022 19:30 - 54 minutes - 37.3 MBAmir Adnani—president, CEO, and co-founder of Uranium Energy Corp.—returns to the podcast to discuss the “no-brainer” fix to the world’s energy problems: uranium. He shares how Russia is weaponizing energy (after all, sanctions are a two-way street)... the two megatrends behind the uranium bull market… and how the U.S. could end up the big winner here. In this episode Russia’s impact on the uranium industry [3:25] The supply/demand imbalance is bullish for uranium [9:03] How the US could r...
One sector the Fed can’t crash
September 28, 2022 19:30 - 36 minutes - 25 MBWhy the Fed is a bunch of a**holes—and they should all be fired… A billionaire who thinks we’re in for a hard landing… Proof the economy is crashing—and we could see a depression by next year... Why October will be particularly painful for the markets… When will we finally see an end to rate hikes? And one sector that will survive the Fed. In this episode A billionaire’s advice to the Fed [1:25] All signs point to a depression around the corner [7:40] Prepare for a tough October [16:20] Wha...
A simple way to make a killing from a market crash
September 27, 2022 19:30 - 33 minutes - 23.1 MBWhat’s behind today’s market move… Where I agree—and disagree—with Cathie Wood’s CNBC interview… How major companies from Walmart to Ford are entering the metaverse ()… Why October could be a terrible month for stocks… And the best way to protect yourself—and make a fortune—during a market crash.
Brace for a market unlike anything you’ve ever seen
September 22, 2022 19:30 - 42 minutes - 29.4 MBThis week is all about the Fed. Daniel joins me once again to discuss yesterday’s interest rate hike, and what stood out about Fed Chair Jerome Powell's comments… Prepare for a couple of rants on why Powell is driving blind… and what we need to see before stocks become cheap. I break down why the U.S. dollar will keep rising… and how this will impact the global economy. Bottom line, Powell is going to push stocks significantly lower. If you don’t have portfolio protection in place, this str...
A make-or-break moment for stocks
September 21, 2022 19:30 - 35 minutes - 24.6 MBBy the time you see this, the Fed will have announced its latest interest rate increase… and Fed Chair Jerome Powell will have held his press conference. Daniel and I discuss what to expect from the market following Powell’s speech… the Fed’s big blind spot when it comes to inflation data... and why this meeting is a make-or-break moment for stocks. Next, Daniel highlights the impressive results from AutoZone (AZO)—and why good news for AZO is bad news for the economy. And I explain why bank...
The market could rally 1,000 points tomorrow
September 20, 2022 19:30 - 45 minutes - 31.1 MBTomorrow, the Fed will announce its latest interest rate hike… and investors are on the edge of their seats as they wait to hear from Fed Chair Jerome Powell. I bring in Daniel Creech to get his take on how hawkish (or dovish) the Fed will be. Daniel shares some wild details from Powell’s recent speech from Jackson Hole… and explains why Fed members are happy to see the markets fall. I recap why the Fed is out of its mind lately, as it ignores the most important data when it comes to inflat...
Monetize your social media with NFTs… and build generational wealth
September 15, 2022 19:30 - 33 minutes - 22.8 MBI start today’s podcast with the headlines you should pay attention to about digital assets, NFTs, and the billions flowing into this space… Then, Dr. Ravi Singh, internet pioneer with a Ph.D in social media and technology, joins me to explain what you need to know about NFTs… how you could use them to monetize your social media—and even build generational wealth for your great-grandkids… and why NFTs will be extremely valuable in the metaverse. Plus, he shares what he learned about influence...
The 2 sectors investors should focus on now
September 14, 2022 19:30 - 37 minutes - 25.7 MBAfter yesterday’s market selloff, investors are processing a lot of negative news… I break down the details of the latest inflation numbers… why yesterday’s Consumer Price Index (CPI) data doesn’t paint an accurate picture of what’s really going on… and why the Fed should be focused on today’s Producer Price Index (PPI) numbers—which tell a completely different story. Plus, I share why I think there’s more pain ahead for the stock market. Despite the 10% pullback in Bitcoin yesterday, Daniel ...
How the government is fudging inflation numbers
September 13, 2022 19:30 - 35 minutes - 24.5 MBMarkets are down sharply as today’s Consumer Price Index (CPI) data came in hotter than expected—leaving investors worried the Fed will continue its aggressive interest rate hikes. Prepare for a rant on the government’s “creative” inflation calculations… and why the Fed should ignore the CPI figure altogether—but won’t. I explain how world governments are contributing to 40-year-high inflation… what the Fed should do to finally tame it… and why markets could drop 20% from here if the Fed doe...
Why you need to get crypto exposure in this bear market
September 08, 2022 19:30 - 42 minutes - 29.2 MBBlackRock, the world’s largest asset manager, is partnering with Coinbase to offer crypto to its clients. Daniel and I discuss why this is huge for the crypto space… and why every investor should have exposure to crypto—even during this brutal bear market. We also highlight when we expect the U.S. government to clarify crypto regulations. Samsung recently warned investors that semiconductor demand will drop in the second half of 2022. I break down this grim economic warning… and the similar s...
How the Fed could force us into a depression
September 07, 2022 19:30 - 40 minutes - 27.5 MBFed members can’t help themselves: They continue to move markets with their speeches and seem dead-set on crashing every asset class. (And Daniel thinks the Fed is trolling me.) The Wall Street Journal reports that the Fed may hike interest rates by another 75 basis points later this month… and continue its aggressive path for the foreseeable future. I break down how hard and fast stocks will fall from current levels if the Fed follows through on this plan. In fact, it’s pushing us towards a ...
What I need to see to turn bullish…
September 06, 2022 19:30 - 34 minutes - 23.5 MBI’m getting a lot of questions regarding , when I stated I’d gone bearish. While data shows inflation is coming down—along with the price of oil (the sector with the largest impact on consumers)—the Fed seems hell-bent on more interest rate hikes. I share what I need to see to rejoin the bullish camp… and why I’m struggling to find a growth catalyst for markets. But it’s not all negative… There are two sectors you can scale into now… and reap the rewards once the Fed finally realizes its p...
A financial phenomenon you can’t afford to ignore…
September 01, 2022 19:30 - 32 minutes - 22.5 MBMarc Lichtenfeld, chief income strategist at The Oxford Club, is back on the show to discuss the economy… income opportunities… and biotech. He explains why the market pullback is great for income investors… how to accelerate the long-term compounding process—a financial phenomenon most investors ignore… and why he’s looking at bonds for income. Income investors should also consider Unlimited Income, where the average recommendation is still up… and spitting out consistent cash payments mont...
Two trends you HAVE to invest in now
August 31, 2022 19:30 - 43 minutes - 29.8 MBToday’s show starts with a look at the recent earnings from Chewy (CHWY), an online marketplace for pet-related goods. Daniel and I discuss the results… what they tell us about consumers’ spending habits… and what to watch out for when investing in retailers. Despite the ongoing market volatility, I highlight one asset class everyone should be buying right now… and why it’s poised to rip higher on any sign of a slowdown in the Fed’s interest rate hikes. We’ll be taking advantage of the uptr...
This date will make—or break—the markets
August 30, 2022 19:30 - 28 minutes - 19.3 MBI start today’s show with a non-financial story: Paddling is coming back to schools. I share some wild facts around corporal punishment laws… and my own experience as a Catholic school student—including what the nuns were really like. The markets are in turmoil after Powell’s speech last week at Jackson Hole. And the volatility has sent Genia's risk-hedge strategy into “overdrive.” Be sure you’ve got the kind of protection she recommends in place before September 21—the next Fed meeting… It w...
Simple tips for “going viral”
August 25, 2022 19:30 - 25 minutes - 17.8 MBOn today’s podcast I share another incredible interview from the Crypto Connect & NFT Expo. Brian Breach, entertainer, influencer, and founder of , highlights his background as a hiphop artist… and what led him to founding his own marketing company. And he shares some simple rules for getting noticed, including great tips anyone can use to improve their content. FInally, he explains what brought him to the expo… and how he envisions the future of success in the metaverse. And make sure to cla...
A shopping list of great stocks for this economy
August 24, 2022 19:30 - 36 minutes - 25.4 MBAs you probably know, I just got back from the Crypto Connect & NFT Expo… And despite the crypto bear market, the attendees' energy was electric. I highlight the critical feature that has everybody excited about the metaverse’s game-changing potential. Longtime listeners know I’ve been pounding the table on metaverse investing. If you’re still on the fence, the ultimate validation is this: investment banks have been quietly pouring billions into this tech—during a bear market. They predict it...
The Fed will crash the economy if it doesn’t change course
August 23, 2022 19:30 - 38 minutes - 26.5 MBStocks moved lower yesterday as investors worried about Fed Chair Jerome Powell’s upcoming speech from Jackson Hole, Wyoming. I continue to pound the table on why the Fed is the biggest risk to the markets. I highlight how the Fed has crushed a major sector just six months… and what possible actions would cause me to sell stocks. And while the Fed’s plan to tame inflation is working, I explain how the shift in consumer behavior is hurting several industries. I’m back from the in West Palm B...
How to get ‘crypto rich’
August 18, 2022 19:30 - 23 minutes - 16.2 MBToday’s interview is one of many fantastic conversations I recorded at last month’s Metaverse Expo 2022… Multi-platinum recording artist Dyl shares how he struggled to make money, despite his hits… how he discovered crypto… and how he blended it with his passion—music. He explains how he’s made more money with non-fungible tokens (NFTs) than from his 10-year record contract… why they're a win-win for artists and fans alike… and how NFTs and the metaverse will revolutionize the entire music i...
How I would fix Disney
August 17, 2022 19:30 - 38 minutes - 26.3 MBWe start today’s show by comparing recent earnings from Target (TGT) vs. Walmart (WMT)… what they say about how big retailers are handling inflation… and which stock has more upside from current levels. Meme stock Bed Bath & Beyond (BBBY) has surged nearly 100% in just five trading days. We highlight what’s behind the massive move (it’s not retail investors)... and share some sobering details about the stock’s fundamentals. Turning to 13F filings, we share where the smart money is investing r...
If the Fed does this… sell stocks immediately
August 16, 2022 19:30 - 34 minutes - 23.7 MBThis past weekend, I went to Saratoga to watch the races with some lifelong friends. My dad was a huge horse racing fan… and I share some of my favorite memories from our trips to the track. Places like Saratoga can tell us a lot about the economy. I highlight what I saw—including the crowd sizes and prices—and whether it lines up with investors’ fears about a recession. Speaking of boots-on-the-ground research, I’ll be at the Crypto Connect & NFT Expo in Palm Beach, Florida this weekend. ...
How to make Bitcoin a part of your retirement plan
August 11, 2022 19:30 - 35 minutes - 24.5 MBChris Kline, co-founder and COO of joins me to discuss holding cryptos in your retirement account, crypto volatility, security and compliance, and future crypto regulations. Chris shares how he became interested in cryptocurrencies… what led him to start BitcoinIRA… whether Bitcoin (BTC) is an inflation hedge… and what attracts investors to cryptos. Plus, Chris explains how to open an account with BitcoinIRA… why he’s passionate about educating clients… and the steps his company has taken ...
These stocks will climb as inflation falls
August 10, 2022 19:30 - 31 minutes - 21.9 MBStocks are surging as the latest data shows inflation is moderating—but we’re not out of the woods yet. I break down the market’s positive reaction to the news… and what the data means for future interest rate hikes. And while the Fed’s plan to lower inflation is working… I explain why Fed members remain the biggest threat to the market. I also highlight which stocks will soar—and which ones will struggle—as inflation comes down. By the way, later this week, members will get at least two ne...
The closest thing to a guaranteed windfall for investors
August 09, 2022 19:30 - 40 minutes - 27.9 MBToday I look under the hood of this earnings season. The results have been solid overall—but the headlines can be misleading... Federal Reserve members continue to trigger market volatility with their speculative comments. While this drives me crazy, I give credit to the Fed for its plan to fight inflation. Next, I break down why—despite mixed earnings, rising rates, and massive inflation—this environment is actually good for stocks... I explain how to find quality companies that will shine ...
How the Fed’s idiocy could crash the market
August 04, 2022 19:30 - 39 minutes - 27.3 MBEarlier this week, a Fed member suggested hiking interest rates from 2.5% to 4% by the end of the year. Daniel explains why this isn’t feasible without crashing the market… I go on a rant about the Fed… and why idiotic comments from its members continue to be the biggest risk in the markets. For instance, the Fed said it needs to see evidence inflation is coming down before it alters its rate-hiking path. I give it to them… Turning to earnings: Ford (F) finally seems to be getting its act tog...
The 3 companies that stood out this earnings season
August 03, 2022 19:30 - 34 minutes - 23.6 MBI’m back from vacation! I highlight what I saw from the airlines, hotels, and restaurants… and why these businesses need to start paying more attention to their customers. Daniel shares what stood out to him from RV retailer Camping World Holdings’ (CWH) recent earnings report… and why the company continues to shine despite 40-year-high inflation and rising interest rates. We discuss power management firm Eaton Corp’s (ETN) solid earnings—and what they say about a global recession. Plus, we ...
This company will reap the rewards from coming crypto regulation
August 02, 2022 19:30 - 28 minutes - 19.6 MBLast , I (Daniel) explained the fight between the SEC and crypto exchange Coinbase… and how it could spell trouble for plenty of other crypto exchanges. I also highlighted why Overstock (OSTK) will be one of the few winners as the regulatory pressure ramps up. Today, I share more details on how CEO David Goone is transforming the company’s crypto trading platform, tZERO, into a global juggernaut. Earnings season is in full swing. I highlight the latest results from oil giant ExxonMobil’s (XO...
What Powell’s latest remarks mean for the markets
July 28, 2022 19:30 - 26 minutes - 18.1 MBFrank’s on vacation with his family, so I (Daniel) am behind the mic this week. The market surged after Fed Chair Jerome Powell’s press conference yesterday, which followed another 75-basis-point interest rate hike. I break down what he said that sent markets soaring… and what it means for “risk-on” assets going forward. The next Fed meeting isn’t until September, which means investors can shift their attention back to inflation and the economy. I share what to expect from inflation over the ...
Why the Coinbase vs. SEC saga is a huge deal for crypto
July 27, 2022 19:30 - 33 minutes - 22.8 MBFrank is on vacation for the rest of the week, so I (Daniel) am behind the mic. Later today, the Federal Reserve will raise interest rates—most likely by 75 basis points… but what Fed Chair Jerome Powell says during his press conference afterwards will have a greater impact. (I’ll cover the market reaction on tomorrow's show.) I also dig into into Coinbase’s insider trading drama, including the bad blood between Coinbase and the Securities and Exchange Commission (SEC). I explain why you need...
The stocks to watch in a critical earnings season
July 26, 2022 19:30 - 27 minutes - 19.1 MBI’m traveling this week for a family vacation. And whenever I leave, the markets seem to move lower… Walmart is keeping the trend alive by announcing negative news, pushing shares down around 10%. I explain what Walmart’s announcement means for investors as inflation rages. Right now, the market is focused on two things: The Fed meeting Wednesday and the GDP report due out Thursday. I break down what I expect the outcomes to be… I also tell you which companies to pay attention to this wild ...
Are you a penguin or ostrich in this market?
July 21, 2022 19:30 - 48 minutes - 33.4 MBThere’s a lot of negative news in the markets. But Andrew warns against joining the bearish bandwagon… and highlights some bargains in stocks. Next, Andrew breaks down why the recent earnings from big banks aren’t as bad as they seem… what investors should expect to see as more quarterly results come in… and why it’s important to keep perspective this earnings season. And he asks investors an important question: Are you a penguin… or an ostrich? All that and much more on today’s show… In thi...
Why Netflix is now a value stock
July 20, 2022 19:30 - 42 minutes - 29.5 MBTo start today’s show, Daniel and I discuss the ultimate DIY project: building your own casket. Despite horrible sentiment going into the quarter, Netflix (NFLX) reported better-than-expected Q2 earnings yesterday. We share how the company is maturing… and why it’s becoming a value stock. Next, I compare Netflix’s results to Disney (DIS)... and explain why all streaming companies aren’t created equal. Long-time listeners know I’ve been bearish on Disney for a while… but there’s a simple move...